SUPERCPA℠ Estate & Trust

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Estates and trusts are two of the ways in which people can transfer their wealth.

We have extensive experience in Estate, Gift and Trust tax planning and in the preparation of the related tax returns. In addition to federal estate tax filings, we have experience with Pennsylvania and other state’s Inheritance returns

Estates and trusts must file income tax returns just as individuals do, but with some important differences. For one, their income is taxed at either the entity or beneficiary level depending on whether it is allocated to principal or allocated to distributable income and whether it is distributed to the beneficiaries. And because estate and trust exemption amounts, tax brackets and related thresholds haven’t been indexed for inflation or modified for tax relief to the extent those for individuals have, they can be subject to higher tax rates at much lower levels of income.

• Revocable Trust
• Irrevocable Trusts
• Custodial Relationships
• Charitable Remainder Trusts
• Special Needs Trusts

• Practical and sophisticated estate and trust planning strategies
• Timely, accurate preparation of tax returns
• Coordination of tax returns – returns for individual income tax, trust/estate income tax, & estate/inheritance tax